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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,035 | $110,307-16.6% | $96,576-4.7% | $139,456-34.0% |
| Participation rate | 33.3% | 78.1%-44.8pp | 76.0%-42.6pp | 80.3%-47.0pp |
| Annual return | 15.75% | 26.40%-10.7pp | 25.87%-10.1pp | 373.45%-357.7pp |
| Employer contribution / active EE | $4,928 | $3,619+36.1% | $2,965+66.2% | $4,753+3.7% |
| Participant deferral / active EE | $1,670 | $5,547-69.9% | $4,851-65.6% | $6,711-75.1% |
| Admin fee / account holder | $5,914 | $11,597-49.0% | $8,253-28.3% | $11,407-48.2% |